Welcome to a firm who cares and wants you to dream first, plan second, and enjoy your life. At Spencer Financial Strategies, planning for your future is a personal experience. I want to hear about your dreams first, so I understand the type of life you want to lead. Then, my more than 20 years of experience kicks in to create the plan that's right for you - something you create - not some template that doesn't know who you are. The results? My clients like to share their happiness with me when I help them achieve their dreams, so I treasure the pictures of clients at the pyramids in Egypt, taking river cruises down the Thames River, taking their grandchildren to Disney and many more. So, start dreaming and let me help you get there.
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I love seeing relief wash over my clients' faces when they realize they can retire. Retirement should be exciting. It's why I always ask new financial planning clients, what's on your bucket list? As an avid hiker, I know there's a lot of beauty to see in the world. I'm also familiar with the comparison game, and the feeling that you're falling behind others. I help clients let go of that perfectionism and chart their own course, so they can enjoy the retirement they deserve. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.
The Financial Depot, L.L.C. is your go-to resource for all of your financial budgeting, financial saving, & financial analysis needs. The Financial Depot L.L.C. is also a resource to you & your family for financial strategy analysis & target creation, IRAs, brokerage accounts, money market accounts, annuities, rollovers, life & asset protection as well as mortgage protection. At The Financial Depot L.L.C., not only is it your Depot for all of your financial needs, it is also a resource to you & your family for healthcare benefits, such as medical, dental, vision & hearing plans, as well as long-term care, disability, final expense & all of your Medicare-related solutions. For businesses, The Financial Depot L.L.C. assists clients with the formation or change of their Retirement Savings Plans/Accounts & its fiduciary oversight, stakeholder & employee educational seminars, employee benefits such as group medical, vision, dental, short- & long-term disability & life insurance as well as wellness programs. For our business clients, we also offer a streamlined benefits platform, where multiple benefits carriers & their data can all be seen, managed, & tracked in one place, in real time. For business clients who would like to implement a retiree medical, dental, & vision plan, we have solutions that can be implemented & managed seamlessly.
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Circle Financial Planning helps bring life to our client’s dreams. We do this by providing wealth management, retirement plans and holistic financial planning. In doing so, we help our clients experience less stress and more enjoyment of their money. In business for over 30 years, we are an independent firm, meaning that we have no affiliated companies that we must serve. Our model is to put our client’s interests first vs. representing a company or companies product line to them.
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I'm an English teacher turned outdoorsman turned financial planner. Today, my goal is to help people retire and stay retired - and to serve the underserved as they get to and through retirement. Here at home in Indiana, my wife and I are raising two teenagers to be amazing human beings; and we're trying to spend as much time with them before they're up and launched. In my spare time - what little there is of it! - I love hiking with our dogs and re-reading John Le Carre's catalog. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.
Retirement Planning, Wealth Management, Financial Planning. Services: Financial Planning, Advisors and Services, Investment Services, Life and Health Insurance, Saturdays by Appointment Only, Virtual Appointments Location Facts: Hazel Dell And State Road 32. Located in the Business Park near McDonalds, Parking
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We are a comprehensive wealth management firm who specializes in providing fee-only, fiduciary investment management and financial planning services for our clients. Our clients always come first, and we work hard to maintain our reputation as knowledgeable and personable professionals.
